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Senior Wealth Management Associate Client Leader

Job in Washington, District of Columbia, 20022, USA
Listing for: Morgan-Stanley
Full Time position
Listed on 2026-10-10
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 50000 - 115000 USD Yearly USD 50000.00 115000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Management Associate Client Experience Leader

Morgan Stanley Wealth Management is seeking a Wealth Management Associate in Washington, DC to support Financial Advisor teams with client service, digital marketing, portfolio tools and financial planning.

You will help deliver exceptional client experiences, prepare reports, assist meetings, and maintain up-to-date knowledge of firm platforms while collaborating across partner groups. A strong service mindset and expertise in financial products are essential.

We would love to welcome a new Senior Wealth Management Associate Client Experience Leader to our organisation in Washington, DC, United States.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Wealth Management Associate Client Experience Leader role at Morgan-Stanley, based in Washington, DC, United States.

We are looking to fill the Senior Wealth Management Associate Client Experience Leader position at Morgan-Stanley in Washington, DC, United States.

Position Requirements
10+ Years work experience
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